Tax Day 2021

IRS extends additional tax deadlines for individuals to May 17

IR-2021-67, March 29, 2021 WASHINGTON — The Internal Revenue Service today announced that individuals have until May 17, 2021 to meet certain deadlines that would normally fall on April 15, such as making IRA contributions and filing certain claims for refund. This follows a previous announcement from the IRS on March 17, that the federal income tax …

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Health Insurance cards total and dental care with stethscope.

New Health Insurance [Tax] Planning Opportunities

While the primary financial advisor focus of the recent American Rescue Plan legislation has been on the rollout of new “Recovery Rebate” stimulus checks (and ensuring clients qualify for all the dollars they can), another key change of the legislation was the introduction of several new forms of tax and financial support for health insurance. …

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Vaccines Proven to PREVENT INFECTION

Doing the ‘Vaccine Debate’? Here’s a doctor’s viewpoint that may help you decide.

Vaccines Proven to PREVENT INFECTION -Bill Rutherford, MD  March 29, 2021    OK – so I’m a geek, but as a physician and a reasonable scientist, but this is one of the most exciting studies I’ve seen. While the effectiveness of the current vaccines at preventing serious illness and death due to COVID is unquestionable, …

Doing the ‘Vaccine Debate’? Here’s a doctor’s viewpoint that may help you decide. Read More »

Important documents in files placed in the filing cabinet

Declutter the Filing Cabinet: What to Save, Move to the Cloud or Shred

This article was originally published by the Wall Street Journal When was the last time you cleaned up the family filing cabinet? Be honest. If you’re like me, that unsightly metal rectangle is probably overstuffed with old utility bills, medical records and tax returns. With tax season under way and extra time at home, it …

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United States Capitol Building, on Capitol Hill in Washington DC

American Rescue Plan Act Provides Relief to Individuals and Businesses

On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. It is intended to assist individuals and businesses during the …

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